Katherine Liola is today’s guest joining us on the Join Up Dots business coaching podcast and is a guest has a different way of looking at our finances.
She is the co-founder of Concentric Private Wealth, based in North Virginia, a financial planning company with a difference.
She doesn’t believe in budgets.
She doesn’t believe that giving your children money is always the best thing to do.
She doesn’t believe that all financial advise is right for all people.